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State Street SPDR S&P Health Care Equipment ETF

102 hedge funds and large institutions have $315M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $226M → $315M (+$89.5M)

23% more funds holding

Funds holding: 83102 (+19)

7.28% more ownership

Funds ownership: 54.26%61.54% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
102
Holders Change
+19
Holders Change %
+22.89%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
24
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$398K +$1.25K +15 +0.3%
EH
52
Equitable Holdings
New York
$386K
NFC
53
Northeast Financial Consultants
Connecticut
$382K
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$379K -$182K -2,190 -34%
Jane Street
55
Jane Street
New York
$371K +$345K +4,147 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$357K
SPC
57
Sigma Planning Corp
Michigan
$346K +$73.4K +881 +30%
DZ Bank
58
DZ Bank
Germany
$340K
Franklin Resources
59
Franklin Resources
California
$336K
Northern Trust
60
Northern Trust
Illinois
$321K +$299K +3,588 New
FEM
61
Fulcrum Equity Management
Texas
$318K +$297K +3,561 New
NCM
62
Niemann Capital Management
Nevada
$314K +$293K +3,516 New
AWA
63
Acorn Wealth Advisors
Michigan
$292K -$30.8K -370 -10%
BRC
64
Bell Rock Capital
Delaware
$288K +$269K +3,226 New
IWM
65
IHT Wealth Management
Illinois
$273K +$254K +3,049 New
JAWM
66
J. Arnold Wealth Management
Ohio
$226K -$190K -2,287 -47%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$217K +$201K +2,415 New
BFA
68
Beacon Financial Advisory
Ohio
$216K +$201K +2,417 New
Goldman Sachs
69
Goldman Sachs
New York
$215K +$201K +2,410 New
MSAM
70
Moloney Securities Asset Management
Missouri
$212K +$198K +2,372 New
OC
71
Oppenheimer & Co
New York
$208K +$193K +2,322 New
VWM
72
Vigilare Wealth Management
Arizona
$201K +$187K +2,250 New
SFS
73
Sowell Financial Services
Arkansas
$195K -$40.3K -484 -18%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$150K +$17.7K +213 +15%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$140K -$11.7K -140 -8%

XHE Hedge Fund Activity: Q2 2020 in Review

102 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2020, worth a combined $315M — up 40% from $226M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XHE positions and 4 closed out — a net gain of 20 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.5M. The largest seller was Bank Hapoalim BM, cutting an estimated $7.08M.

  • 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2020, up from 83 in Q1 2020.
  • Funds reported $315M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2020 and 4 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $15.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2020 was Bank Hapoalim BM, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2020.